SBI Equity Minimum Variance Fund vs Aditya Birla Sun Life Special Opportunities Fund compare

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Fund	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹214 Cr	₹732 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹500
Launch Date	19 Mar 2019	23 Oct 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	BSE 500
Turn Over	37%	72%
Expense Ratio	0.75	2.4
Manager	Pradeep Kesavan	Dhaval Joshi
ISIN Code	INF200KA1A48	INF209KB1T46
Exits Load	SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365	Aditya Birla Sun Life Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Month	-2.57%	-3.1%
6 Month	-13.02%	-9.06%
1 Year	-0.96%	7%
3 Year	12.86%	13.71%
5 Year	16.21%	-

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
6 Month	-	-
1 Year	-10.54%	-5.57%
3 Year	11.07%	15.47%
5 Year	14.86%	-

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
1 Year	17.52%	17.62%
3 Year	18.26%	17.72%
5 Year	18.14%	-

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Standard Deviation	13.168%	14.687%
Sharp	0.601%	0.532%
Beta	-	-
Alpha	-	-

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Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Name	Pradeep Kesavan	Dhaval Joshi
Total AUM	₹434274 Cr	₹361932 Cr
Fund Manage	43	55
	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	-0.05	4.78
Large Cap	93.27	54.41
Mid Cap	6.78	17.96
Small Cap	-	22.87

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
Others	-0.05	2.16
Petroleum Products	1.84	-
IT - Software	10.96	-
Construction	1.12	3.99
Ferrous Metals	2	-
Consumer Durables	3.4	-
Diversified FMCG	9.79	-
Non - Ferrous Metals	0.93	-
Banks	6.54	-
Pharmaceuticals & Biotechnology	16.77	-
Cement & Cement Products	2.11	-
Automobiles	5.59	-
Insurance	1.83	1.3
Agricultural Food & other Products	4.57	-
Oil	0.93	-
Food Products	14.32	-
Aerospace & Defense	1.15	-
Finance	2.84	-
Telecom - Services	1.63	-
Metals & Minerals Trading	0.93	-
Healthcare Services	6.02	-
Consumable Fuels	0.86	-
Power	1.89	-
Transport Infrastructure	0.98	-
Retailing	1.05	-
Materials	-	4.89
Automobile	-	9.34
Energy	-	2.15
Technology	-	9.59
Metals & Mining	-	3.85
Financial	-	24.04
Healthcare	-	8.8
Chemicals	-	2.77
Services	-	7.94
Consumer Discretionary	-	3.11
Consumer Staples	-	5.34
Capital Goods	-	2.67
Communication	-	7.22
Textiles	-	0.86